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Can I start a fresh set of holdings in an existing account

penguin19
Member ✭
Can I eliminate existing holdings and start with a fresh set of holdings in an existing account?
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Answers
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not sure what you mean or what to do - help us.....explain ?
QWin Deluxe Subscription - sticking with R47.15 - Win10
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My brokerage account investment holdings have changed significantly since account creation and no longer align with my Quicken holdings for those accounts. I am not interested in the long history of buys and sales and trying to reconcile each transaction in Quicken. I would just like to start fresh with a current listing of existing holdings and balances. If I delete the accounts it says my transaction history will be lost. Not sure what damage will occur if I just delete the accounts and start fresh with a current download. Also I think the Quicken file of stock listings has grown unwieldy.0
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Why not simply create a new investment account in Q?Disconnect the existing account from download and attach the new account to your brokerage account.Q user since DOS version 5
Now running Quicken Windows Subscription, Home & Business
Retired "Certified Information Systems Auditor" & Bank Audit VP0 -
what version ..... Help --> About Quickenwhat brokerage for your holdings ?
QWin Deluxe Subscription - sticking with R47.15 - Win10
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